Open role
Practice Administrator (Wealth Management)
- Aggregated by CV-Library
- Harrogate, North Yorkshire
- Permanent
- Full Time
- £26,000 - £27,000 Per Annum
Job Description
Practice Administrator Role - Wealth Management (On-Site)
A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.
The Role
You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a "can‑do" approach.
Development & Progression
The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.
What You'll Need
Strong IT capability
Excellent organisation and time‑management
Clear, professional communication skills
Ability to use initiative and work independently
Relative experience to the Wealth Management industry
Salary
From £26,000 per year
Benefits
A competitive benefits package is provided, including pension contributions, insurance options, and additional employee perks.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
A well‑established financial planning practice is seeking a Practice Administrator to support a team of advisers and contribute to the smooth running of day‑to‑day operations. The firm provides personalised financial advice and long‑term client support, and the role sits within a collaborative, professional environment.
The Role
You will join a fast‑paced administrative team responsible for managing adviser workflow, preparing documentation, maintaining client records, and ensuring operational accuracy. The position suits someone confident, numerate, and proactive, with a strong eye for detail and a "can‑do" approach.
Development & Progression
The firm offers structured development, including personalised progression plans and support toward recognised industry qualifications. This role is ideal for someone looking to build a long‑term career within financial services.
What You'll Need
Strong IT capability
Excellent organisation and time‑management
Clear, professional communication skills
Ability to use initiative and work independently
Relative experience to the Wealth Management industry
Salary
From £26,000 per year
Benefits
A competitive benefits package is provided, including pension contributions, insurance options, and additional employee perks.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age